Why choose an online management solution?

By GDA - Digital RP   Published on Thursday, July 9, 2020 at 02:00 AM

Online quote and invoice management solutions for construction professionals offer a range of features that quickly become indispensable. More flexible than computer-based invoicing software, online services facilitate your daily administrative and accounting tasks. Here's a look at the benefits of cloud-based quote management solutions.

The benefits of cloud-based invoicing software for tradespeople and construction professionals

Great ease of use

Online quote and invoicing management software for tradespeople and construction professionals is generally intended to be easier to use than integrated computer solutions. Indeed, due to their great portability, their interface needs to be ergonomic and their functions clearly defined. These benefits lead to a significant time saving for your business, and allows you to focus on your core business and on higher value-added tasks, thanks to which you will be able to develop your business.

An intuitive and refined interface

In order to allow you, as a construction professional, to save time in getting to grips with your online quote and invoice management software, its interface is designed to be intuitive and refinedThis is the case, for example, of Obat, a cloud-based invoicing solution that has designed its design and features to offer the best possible user experience. 

Minimalist lines, contrasting colors... Everything is designed so that you can find and use the desired function at a glance, whether it's creating a quote or a customer file, sending or tracking invoices.

Quick quote creation 

Obat's online quote and invoice management software allows you to fully customize these documents, both in content and form. Create your quotes and invoices easily, add a graphic charter to them, then provide the legal notices and contact details of your company, which will appear by default on all your quotes and invoices. 

As a tradesperson and construction professional, you need to include the prices of supplies, labor, and VAT rates on your quotes. This is a feature that any good cloud-based invoicing software offers. This service allows you to:save your various pricing information in a personalized libraryWhen entering your quote, all you have to do is select the item in question and specify the quantity so that your software instantly calculates the amount of your quote or invoice.

Simplified management and monitoring of invoicing

With cloud-based management software for construction professionals, a single dedicated interface allows you to track your documents and manage your construction sites. With a simple command, you can: send your quotes and invoices to your customers through personalized emails. But it is also possible to offer your customers electronically sign your quote. What a time saver and paper!

Secure data

An important advantage of online management software is the data security. Indeed, sensitive information about your business, your company, and your customers is not stored on the hard drive of your computer, tablet, or phone, but in the cloud. In concrete terms, your data is duplicated in multiple locations, on remote and secure servers.

In this way, your information is completely preserved and saved in the event of breakdown, theft or breakage from your devices (computer, smartphone, tablet). You can access it at any time, and your session is also protected by a password.

Portability across multiple devices

Due to the instant storage and synchronization of your data online, online management software is usable on all types of devicesWhether you are on your office computer or on site with your tablet or smartphone, you have access to all the features offered by your cloud-based invoicing solution. 

Switch between devices without having to save every time: every piece of information you enter into the online quote software is instantly synced to the cloud and usable from any of your devices.

Software update

By choosing online quote and invoice management software, you can be sure that you'll always have the latest version of this solution. No more purchasing and downloading software to install the latest version: with a cloud-based invoicing solution, updates are included in the price of your subscription and are downloaded automatically and in real time.  

You are thus assured of benefiting from the most recent version of your invoicing software for craftsmen and construction professionals, on all your user devices.

A price that defies all competition

Finally, the price of online quote and invoice software for construction professionals and tradespeople varies depending on the type of solution and the range of features offered. Generally speaking, these solutions are more affordable than downloadable software: the formulas are by subscription, giving you more flexibility if you wish to modify or stop your online management software offering. 

Obat positions itself as one of the most affordable cloud solutions on the market, while offering a number of advanced features. Discover the Obat offering. Whether you're a self-employed tradesperson or a construction professional in a larger company, you're sure to find a plan that suits you!

 











114 rue Paul Bellamy
44000 Nantes
France


Tél. : 02 53 48 07 06
Courriel : contact@obat.fr
Site internet : https://www.obat.fr